Set up a Retention Class

Retention classes are used to enforce retention policies as defined in the organization. For instance, many accounting companies must keep certain documents for seven years. To enforce a retention policy, when you add a document to PSIsafe Desktop, add a retention class to the document.

To set up a Retention Class, open the Document Settings > Classes > Retention tab and click Add. Then, fill in the Retention Add form.

Description: Enter a retention class name.
Duration time: Select how long in days, months, or years to retain the documents.
Enter duration: Enter the number of days, months, or years.
Retention types: All types prevent editing of documents even after the retention period expires. When you define retention, select the type:
- Modifiable: This retention type allows resetting of the retention policy. The policy can be set to any other retention policy, including none. If set to none, the document can be edited.
- Fixed: This retention type sets the retention to the defined period of time for the policy. The document can only be deleted or archived after the retention period expires. Editing of the document is not allowed.
  This retention type can be modified by a system administrator. This potentially allows users to edit documents with an existing retention class applied if the retention type is changed from Fixed to Modifiable.
- Indefinite: This retention type sets the retention period to never ending. The retention type can only be set to a policy with Permanent type from this retention type. During the indefinite setting, the document cannot be edited or deleted from the system.
- Permanent: This retention type, once set, cannot be changed to any other type or policy. The document with this retention type cannot be edited. It cannot be deleted or archived until the retention period expires.
  CAUTION:
  After clicking Save when selecting this option, the retention type becomes unmodifiable.
Click Save to apply the changes.